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RNPEX vs SGACX
RNPEX vs SGACX Comparison
Open Charts RNPEX vs SGACX
American Funds New Perspective R4
Price$62.30
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets142.32B
Virtus SGA Global Growth C
Price$19.50
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets236.18M
RNPEX vs SGACX Comparison Chart
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RNPEX vs. SGACX commentary
May 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RNPEX is a Buy and SGACX is a Buy.
FUNDAMENTALS
Fundamentals
RNPEX has more cash in the bank: 142B vs. SGACX (236M). RNPEX pays higher dividends than SGACX: RNPEX (0.55) vs SGACX (0.00). RNPEX was incepted earlier than SGACX: RNPEX (23 years) vs SGACX (12 years). SGACX (2.17) is less costly to investors than RNPEX (0.76). SGACX is a more actively managed with annual turnover of: 32.00 vs. RNPEX (24.00). RNPEX has a lower initial minimum investment than SGACX: RNPEX (250) vs SGACX (2500). RNPEX annual gain was more profitable for investors over the last year : 5.27 vs. SGACX (-20.51). RNPEX return over 5 years is better than : 46.39 vs. SGACX (-6.74).
| RNPEX | SGACX | RNPEX / SGACX | |
| Total Expense Ratio | 0.76 | 2.00 | 38% |
| Annual Report Gross Expense Ratio | 0.76 | 2.17 | 35% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 2.282 | -2.207 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 236M | 60,169% |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 5.27 | -20.51 | -26% |
| Returns for 3 years | 27.41 | -1.76 | -1,555% |
| Returns for 5 years | 46.39 | -6.74 | -688% |
| Returns for 10 years | 64.04 | 34.26 | 187% |